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Novartis
NVS

Overview Fund Activity

936 hedge funds and large institutions have $22.2B invested in Novartis in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 335 reducing their positions, and 44 closing their positions.

Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
23.37%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.95%
New
70
Increased
348
Reduced
335
Closed
44
Calls
$41.3M
Puts
$22.2M
Net Calls
+$19.2M
Net Calls Change
-$5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$751M
2
Parnassus Investments
2
Parnassus Investments
California
$811M
3
Millennium Management
3
Millennium Management
New York
$71.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.83B
2
SEI Investments
2
SEI Investments
Pennsylvania
$95.2M
3
MNA
3
Manning & Napier Advisors
New York
$377M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$28.5M
5
SFM
5
Sphera Funds Management
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
876
Global Retirement Partners
California
$30K 349 – –
MIFH
877
Migdal Insurance & Financial Holdings
Israel
$27K 310 – –
EWM
878
Evercore Wealth Management
New York
$26K 300 – –
TCM
879
Tradewinds Capital Management
Washington
$25K 286 – –
AIM
880
Advantage Investment Management
Iowa
$25K 296 +21 +8%
OSNBOA
881
Old Second National Bank of Aurora
Illinois
$24K 283 – –
KPCM
882
Kings Point Capital Management
New York
$24K 275 – –
KIG
883
Kessler Investment Group
Indiana
$24K 278 – –
TC
884
Trust Company
Kansas
$24K 284 – –
IWM
885
IHT Wealth Management
Illinois
$23K 270 -175 -39%
BL
886
Balentine LLC
Georgia
$23K 273 -18 -6%
APSP
887
Asset Planning Services (Pennsylvania)
Pennsylvania
$23K 270 +135 +100%
PCFFS
888
Pacific Center for Financial Services
California
$21K 250 – –
Nisa Investment Advisors
889
Nisa Investment Advisors
Missouri
$21K 278 +5 +2%
CAW
890
Cornerstone Advisors (Washington)
Washington
$21K 244 +15 +7%
NCM
891
Nelson Capital Management
California
$20K 230 -143 -38%
TA
892
Teachers Advisors
New York
$19K 219 – –
CBT
893
Central Bank & Trust
Kentucky
$18K 215 – –
SIM
894
Sonora Investment Management
Arizona
$17.3K 202 +202 New
GEA
895
Glen Eagle Advisors
New Jersey
$17.2K 200 -200 -50%
BWP
896
Baldwin Wealth Partners
Massachusetts
$17K 200 – –
LCM
897
Liberty Capital Management
Michigan
$17K 200 – –
BCM
898
Blume Capital Management
California
$17K 200 – –
Thrivent Financial for Lutherans
899
Thrivent Financial for Lutherans
Minnesota
$17K 194 +194 New
HT
900
Heritage Trust
Oklahoma
$17K 195 +195 New
34 35
36
37 38